- Truist (Miami, FL)
- …A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio ... and attorneys, consisting of deposits, loans, and assets under management . Typical book size $3MM-$4.5MM in revenue with emphasis...Act as "face" of private practice within LSG firm relationship teams for assigned firms. 5. Identify and "right… more
- Northrop Grumman (Tampa, FL)
- …years of experience related to Department of Defense (DoD) programs + Knowledgeable in Customer Relationships Management ( CRM ) tools (eg Salesforce) + Active ... subject matter experts from the GC2S organization, a nation-wide network of sales representatives and consultants, and Northrop Grumman sector and corporate business… more
- Katmai (Orlando, FL)
- …Perform business development (BD) functions with an ancillary focus on capture management and proposal management duties. Our diverse business offerings span ... and support the BD lifecycle with activities such as utilizing existing customer contact list to generate meetings for sole source opportunities, responding to… more
- Leaffilter (Deerfield Beach, FL)
- …services are delivered with convenience, excellence, and quality through 250+ regional sales and installation offices and comprehensive field support offices in New ... timely and empathetic service through all communication channels keeping peer and customer needs first. + Proficiency using Microsoft Office Suite (Outlook, Word,… more
- IDEX (Ocala, FL)
- …of hours a week **Reporting Structure** You will report directly to the Marketing Manager or assigned supervisor for daily task management and assignments while ... and humility. + Familiarity with digital tools like social media platforms, project management software, and CRM systems is a plus, though not mandatory.… more
- System One (Naples, FL)
- …* May support analysis and report generation, exception processing and service management . * Implements new products, services, and operational solutions as well as ... * Verbal and written communication skills, problem solving skills, customer service and interpersonal skills. * Ability to work...the right to hire if a need becomes available. Manager will only look at candidates that are open… more
- Verint Systems, Inc. (Tallahassee, FL)
- At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase ... fixing problems and providing above and beyond type of customer service. They have a high sense of urgency...and seeing resolutions through to completion. They have impeccable relationship skills and can create win/win environments for all… more
- Kestra Financial (Tampa, FL)
- …relationships and building your network + Goal-oriented with a focus on achieving sales success + Excellent time management and organizational skills Benefits + ... their criteria + Work with clients to deliver risk management strategies that fit their risk profiles + Answer...the progress of monthly/quarterly initiatives to stakeholders + Maintain CRM database with clients and prospect + Create and… more
- TD Bank (Palm Bay, FL)
- …times and life events, save time and money, and exceed their needs + Utilizes Customer relationship management tools to proactively play a key role in ... help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** + Proficient in... customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities… more
- Paychex (Sarasota, FL)
- …Required + Interpersonal Communications - Required + Customer Service - Required + Customer Relationship Management - Required + Customer Retention - ... Meet or exceeds set expectations as a dedicated account manager , licensed broker, and internal liaison for a specific...helps create bonds with Paychex customers and will fuel customer success, retention, growth, and customer advocacy.… more